

Author
Peter Iansek
CEO & Co-Founder
Table of Contents:
- from the frontline my personal experience as an agent == From the Frontline: My Personal Experience as an Agent
- the evolution of agent coaching and where it falls short == The Evolution of Agent Coaching (And Where It Falls Short)
- whats still missing == What’s Still Missing?
- the operative intelligence approach to agent coaching == The Operative Intelligence Approach to Agent Coaching
- real results coaching that works == Real Results: Coaching That Works
- ready to transform coaching in your contact center == Ready to Transform Coaching in Your Contact Center?
Agent coaching is one of the highest-leverage activities in any contact center. When done well, it improves customer outcomes, lifts agent performance, and drives real business value.
But for many organizations, coaching still feels broken or underpowered. It’s stuck in legacy processes—manual reviews, subjective feedback, and disconnected tools. And it shows: leaders are stretched thin, agents feel unsupported, and real improvement is hard to scale.
I’ve experienced this from both sides. Early in my career, I was a frontline agent. And now, as a CEO working with leading contact centers around the world, I’ve seen what actually works when it comes to coaching—and what doesn’t.
This blog walks through that journey: what’s changed, what’s still missing, and how a modern approach can finally unlock coaching that’s consistent, targeted, and effective.
From the Frontline: My Personal Experience as an Agent
My first job in a contact center came with a headset and a goal: help customers and handle it efficiently.
I was seen as a high performer—often tapped when executives visited to double-jack into live calls. But in every monthly coaching session, the same thing came up: my talk time was too high.
I remember asking, “Should I just talk faster?” Half-joking. Half-serious.
I genuinely wanted to improve. I wanted to understand what was driving it. But the coaching never got past surface metrics. My leader couldn’t tell me why my handle time was high. She couldn’t point to specific call types, skill gaps, or recurring issues.
And it wasn’t for lack of care—she was a great agent-turned-leader. But she didn’t have the time or tools to listen to enough of my calls, and there wasn’t a structured way to break it down.
Privately, I knew there were certain call types I dreaded—usually ones I hadn’t been trained properly on. But there was no way to connect the dots between those and my metrics. So the advice stayed generic. I stayed stuck. And it was frustrating.
What I needed wasn’t more encouragement—it was visibility. Insight into where I was struggling, guidance on how to improve, and the support to develop with intention.
The reality was that the small sample sizes of contacts analyzed, coupled with anecdotal feedback wasn’t what was needed to identify clear trends or skill gaps as it related to the need of our customers.
The Evolution of Agent Coaching (And Where It Falls Short)
Since those early days, I’ve worked across dozens of contact centers and seen the evolution of coaching firsthand. New technologies and methodologies have emerged—some useful, others well-intentioned but ineffective at scale.
Let’s walk through the main ones.
1. Quality Assurance (QA) Reviews
✅ The Good:
- Brings structure and consistency to evaluations
- Helps surface potential compliance issues like ID verification and process adherence
- Plays an important role in managing business risk
⚠️ The Limitations:
- Based on just 3–5 manually selected calls per agent per month
- Focuses on what the agent did, not what the customer outcome was
- Highly subjective—QA scores typically vary between evaluators
- One poorly chosen call can derail the whole coaching conversation
2. Customer Surveys
✅ The Good:
- Brings in the voice of the customer to complement internal metrics
- Shifts focus toward customer outcomes, not just procedural compliance
⚠️ The Limitations:
- Low and skewed response rates—usually from the happiest or angriest customers
- Results often reflect the entire customer journey, not the agent’s performance alone
- Agents can often influence which calls trigger surveys, skewing the data
- Not reliable or detailed enough to identify key trends that drive targeted coaching
3. Operational Metrics
✅ The Good:
- Highlights outliers with metrics like AHT, hold time, and after-call work
- Can be helpful in identifying broader performance patterns
⚠️ The Limitations:
- Metrics are lagging indicators—they show what happened, not why
- Don’t provide context like the contact type or agent skill gaps
- Often misused to generalize performance without actionable insight
4. Real-Time Agent Assist (AI Tools)
✅ The Good:
- Supports agents in real time with next-best actions, prompts, and sentiment tracking
- Offers a way to influence outcomes in the moment
⚠️ The Limitations:
- Execution is hard—poor timing or irrelevant prompts become distracting
- Requires deep understanding of customer intent tied to best practice process to be useful
- Many implementations struggle to show ROI because the experience isn’t cohesive or intuitive for agents
What’s Still Missing?
Despite all this progress, a few critical gaps continue to hold coaching back.
1. Actionable Data (the drill down into what and why)
Leaders need more than surface metrics. They need to know which contact types are driving issues, why certain agents are struggling with them, and where to focus development.
2. Capacity to Coach
Team leaders want to coach—but they’re buried in admin and firefighting. Coaching prep is manual and time-consuming. Too often, it gets pushed aside.
3. Effective Tooling
Most coaching still happens via spreadsheets, scattered notes, and static reports. There’s little consistency, no single source of truth, and poor tracking.
4. Best Practice Frameworks
This one is hugely underrated. Many contact centers don’t have a clear, proven model for coaching. There’s confusion around:
- How often to coach
- Whether to focus on real-time vs post-interaction
- What makes a “good” coaching conversation
- How to balance compliance with performance development
- How to skill up leaders to coach well
Without a defined approach, coaching becomes inconsistent—and the agents feel it.
The Operative Intelligence Approach to Agent Coaching
At Operative Intelligence, we’ve built a modern coaching system designed to solve these challenges—by giving leaders and agents the clarity, tools, and time they need to focus on what matters.
👉 Want to see how it works? Watch a quick video of our Agent Coaching solution in action
1. 100% Interaction Analysis & Contact Classification
We analyze and classify every customer interaction—no sampling, no guesswork. Models are custom-trained per client, based on real customer language.
This gives leaders:
- A complete view of the contact types each agent is handling
- A breakdown of how performance varies by inquiry type
- A way to identify root causes, not just symptoms
It’s exactly the insight I wish I had as an agent.
All data is protected with automated redaction and meets the highest security standards, including SOC2 Type II and HIPAA compliance.
2. Objective, Normalized Metrics
We calculate FCR, CSAT, and Agent Effectiveness for 100% of interactions, with no bias or subjectivity.
Agent Effectiveness is a composite score that looks at:
- First Contact Resolution
- Customer Satisfaction
- Average Handle Time
For example:
- A high-performing agent on “billing inquiries” would show high FCR, high CSAT, and low AHT
- A struggling agent on the same inquiry would show low FCR, low CSAT, and high AHT
Because these metrics are normalized across the team, leaders can instantly spot coaching opportunities and performance gaps—by agent and inquiry type.
3. Agent Dashboards & Targeted Coaching Plans
Agents get real-time dashboards that:
- Cut through the noise and bias
- Show exactly which inquiries they’re excelling in—or struggling with
- Surface what’s driving their metrics up or down
From there, they can build a SMART coaching plan, using the GROW model, in just a few clicks—collaboratively with their team leader.
For leaders, the prep is already done:
- The data’s there
- The coaching opportunity is clear
- Recommendations are ready
That means they can focus on the part that matters most: building capability, strengthening relationships, and helping their agents grow.
And performance? It’s all tracked in real time—across agents, teams, and plans.
Real Results: Coaching That Works
Every customer that’s adopted our coaching framework has seen double-digit improvement in performance metrics.
Why? Because the model is:
- Focused: One coaching plan per agent per month, targeting a single inquiry type
- Consistent: Agents review their goals monthly, track progress, and move on to new plans as they improve
- Visible: Everyone sees the data. There’s no ambiguity. Trends are spotted early, and support is proactive
A few examples:
- Banking: 46% reduction in AHT in 2 weeks for completed coaching plans. 100% of agents hit or exceeded their goal
- Technology: 34% lift in FCR and 11% increase in CSAT for completed coaching plans in 4 weeks.
The difference? We’re not just giving feedback—we’re developing skills. And when you do that consistently, the results speak for themselves.
Ready to Transform Coaching in Your Contact Center?
Modern coaching isn’t about doing more. It’s about doing it better—with data, clarity, and structure that actually scales.
If you're ready to unlock the potential of your agents—and your leaders—we’d love to show you how Operative Intelligence can help.
👉 Get in touch to learn more or book a demo.